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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
1676
Journey Strategic Wealth
New Jersey
– -$585K -10,636 Closed
GC
1677
GFG Capital
Florida
– -$316K -9,128 Closed
SBH
1678
Segall Bryant & Hamill
Illinois
– -$500K -9,080 Closed
AFO
1679
Arrowroot Family Office
California
– -$312K -5,672 Closed
SFP
1680
Strategic Financial Partners
Oregon
– -$291K -5,296 Closed
TCWM
1681
Total Clarity Wealth Management
Illinois
– -$268K -4,868 Closed
CG
1682
Corundum Group
Colorado
– -$262K -4,768 Closed
FWI
1683
Facet Wealth Inc
Maryland
– -$260K -4,624 Closed
VAS
1684
Vestmark Advisory Solutions
Massachusetts
– -$253K -4,596 Closed
CCM
1685
Crew Capital Management
Ohio
– -$238K -4,324 Closed
CAAM
1686
Cornerstone Advisors Asset Management
Pennsylvania
– -$231K -4,204 Closed
RWM
1687
Rezny Wealth Management
Florida
– -$227K -4,120 Closed
ZIM
1688
Zacks Investment Management
Illinois
– -$222K -4,032 Closed
NC
1689
NovaPoint Capital
Georgia
– -$222K -4,028 Closed
TCM
1690
Telos Capital Management
California
– -$217K -3,940 Closed
Chevy Chase Trust
1691
Chevy Chase Trust
Maryland
– -$216K -3,916 Closed
TSS
1692
Two Sigma Securities
New York
– -$214K -3,880 Closed
Qube Research & Technologies (QRT)
1693
Qube Research & Technologies (QRT)
United Kingdom
– -$389K -3,824 Closed
TAM
1694
Tocqueville Asset Management
New York
– -$210K -3,812 Closed
OWA
1695
One Wealth Advisors
California
– -$207K -3,760 Closed
MAM
1696
McLean Asset Management
Virginia
– -$206K -3,736 Closed
CMP
1697
Courage Miller Partners
Virginia
– -$205K -3,732 Closed
SL
1698
Sentry LLC
Tennessee
– -$203K -3,680 Closed
FFP
1699
FourThought Financial Partners
Florida
– -$202K -3,664 Closed
GWA
1700
Geometric Wealth Advisors
District of Columbia
– -$206K -3,660 Closed